33 Backstop Solutions Testimonials

Industry
Company Size
15 per page
  • 15
Reset
  • “I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."

  • "Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”

  • “Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …

  • "The Backstop system has helped us grow and accomplish more than we ever realized we could.”

  • “With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

  • “We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …

  • “Follow up very responsive and creative with solutions. Client focused.”

  • “We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

  • “Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

  • "Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."

  • “It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."

  • “Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s …

  • "We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

  • "Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

  • “It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”